College Funding for Working Wealthy

College Funding for Working Wealthy

By wfalwadmin

August means back to school! This month we've been focused on college funding.  Check out our newest white paper to learn about ways…

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What To Do After Your Bucket List

What To Do After Your Bucket List

By wfalwadmin

You hear a lot about how much money you should save to live the lifestyle you desire when you retire.…

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The Interest Rate Conundrum

The Interest Rate Conundrum

By wfalwadmin

The interest rate on the 10-Year US Treasury Bond was approximately 3.00% at the beginning of 2014 and as of…

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Are Tax Savings of 529 Plan Accounts Worth It?

Are Tax Savings of 529 Plan Accounts Worth It?

By wfalwadmin

The number one question I get from clients about college funding is whether or not to make contributions to 529…

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Fill Up Tax Brackets To The Brim

Fill Up Tax Brackets To The Brim

By wfalwadmin

Remember the days before self-service when you could drive your car to a gas pump and tell the attendant to…

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College Student Loans are Limited for Students from Working Wealthy Households

College Student Loans are Limited for Students from Working Wealthy Households

By wfalwadmin

Scholarships, gifts from relatives, and the tooth fairy are not reliable college funding sources.  And it may come as a…

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7 Retirement Hurdles You May Be Forced To Overcome

7 Retirement Hurdles You May Be Forced To Overcome

By wfalwadmin

It’s a marathon, not a sprint, to reach retirement, and you may find you still need to clear some formidable…

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Take Advantage of Tax Deductions and Credits Available for College Expenses

Take Advantage of Tax Deductions and Credits Available for College Expenses

By wfalwadmin

The chart Tax Credits and Deductions summarizes and simplifies the very complex tax credits and deductions available for various college…

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Two For One

Two For One

By wfalwadmin

I recently attended an investment conference in Chicago and Laura attended a financial planning conference in Salt Lake City.  One…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

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As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

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